See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,076 | $43,327-42.1% | $59,878-58.1% | $64,186-60.9% |
| Participation rate | 59.2% | 69.2%-10.0pp | 74.7%-15.5pp | 69.6%-10.4pp |
| Annual return | 9.56% | -1.55%+11.1pp | 3.46%+6.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,318 | $2,028-35.0% | $2,722-51.6% | $2,381-44.6% |
| Participant deferral / active EE | $1,801 | $2,546-29.3% | $3,402-47.1% | $3,470-48.1% |
| Admin fee / account holder | $9,499 | $3,005+216.1% | $3,590+164.6% | $4,888+94.3% |